What is Affiliate Enrolled In Campaign Workflow Trigger?
The Affiliate Enrolled In Campaign workflow trigger is used to automate actions when an affiliate is added to a specific campaign within AesthetixCRM. This can happen either manually or automatically, and the trigger is especially useful for streamlining affiliate onboarding and internal team communication. When activated, it unlocks access to detailed affiliate data, including their name, email, phone number, campaign name, total revenue, commission earned, referral link, portal link, and magic login link. These custom values can then be used in emails, SMS messages, internal notifications, or CRM updates—making it easy to personalize outreach, track affiliate performance, and improve the overall onboarding experience. This trigger only appears if the Affiliate Manager is enabled and at least one affiliate campaign exists in the sub-account.
Key Benefits of Affiliate Enrolled In Campaign Workflow Trigger
This trigger unlocks automation opportunities that enhance affiliate onboarding, internal tracking, and campaign engagement. Below are five core benefits of using this workflow trigger effectively.
Seamless Affiliate Onboarding: Automatically welcome new affiliates with personalized emails or SMS messages that include login links, campaign details, and expectations—eliminating manual setup and confusion.
Access to Dynamic Affiliate Data: Gain instant access to custom values such as affiliate name, contact info, revenue earned, and portal links. These dynamic fields can be inserted directly into your automated messages.
Improved Internal Communication: Use internal notifications to alert your team whenever a new affiliate joins a campaign. This ensures your staff can follow up or support new partners without delay.
Campaign-Level Segmentation: Apply tags to affiliates based on the campaign they’re enrolled in. This allows for more targeted messaging, better reporting, and tailored follow-up sequences across campaigns.
Scalable Affiliate Program Management: Automating these onboarding and notification steps makes it easier to manage affiliate growth at scale—without sacrificing quality or personalization.
2. To commence, click on marketing.
3. Click on "Workflow."
4. Click on "Create Workflow."
5. Following that, click on "Start from Scratch."
6. Afterwards, click here to add trigger.
7. Use the search field to find your desired trigger.
8. Following that, click "affiliate enrolled in campaign."
This trigger activates the workflow when an affiliate joins a specific campaign.
9. Click to add a filter.
Click on “Add filters” to narrow down when this trigger should activate. Filters allow you to apply specific conditions like campaign name or custom fields so only relevant affiliate enrollments initiate the workflow.
10. Select "campaign" under standard fields.
Use the dropdown to select a filter type. You can choose from Standard Fields, like campaign or custom attributes, to define when the trigger should activate. This ensures your workflow responds only to the specific affiliate enrollments you care about.
11. Then select the operator and choose a campaign.
12. Then, click on "Save Trigger."
Once you’ve selected the campaign and defined your filter conditions, click Save Trigger to activate the configuration. This finalizes the setup and ensures the workflow is triggered only when affiliates are enrolled in the specific campaign you selected.
13. Your trigger is successfully added!
14. Once you're done, save and publish your workflow.
How to Use Custom Values in the Affiliate Enrolled In Campaign Trigger
Custom values allow you to personalize communication and streamline internal processes using affiliate-specific data. Once the workflow trigger is configured, you can pull in key data fields automatically—making your onboarding process more dynamic and informative for both affiliates and your team.
After setting the Affiliate Enrolled In Campaign trigger and applying the necessary filters (such as campaign name), you can begin using custom values in your workflow steps, such as emails, SMS, or internal notifications. These values include details like the affiliate’s name, contact information, revenue, commissions, and login links—enabling you to deliver context-rich, personalized content.
Add an Internal Notification Step: Create an internal notification to alert your team when an affiliate joins a specific campaign. Use custom values like Affiliate Name, Affiliate Email, Affiliate Phone, and Campaign Name to provide full context for the enrollment event.
Send a Personalized SMS to the Affiliate: Add a step to send a welcome SMS using the affiliate’s name and campaign details. Include the Magic Login Link so the affiliate can access their portal instantly. This ensures they’re ready to promote your offer without delays.
Send a Welcome Email: Create a welcome email containing custom values such as Affiliate Referral Link, Total Revenue, or Commission Earned. You can also hyperlink the Client Portal Link and attach Terms & Conditions or Program Guidelines for clarity.
Use Tags for Campaign Segmentation: Apply a unique tag during the workflow (e.g., “Luggage Campaign Affiliate”) using the campaign name. This allows you to segment affiliates for future workflows or promotional content based on the campaign they belong to.
Frequently Asked Questions
Q: Why is the “Affiliate Enrolled In Campaign” trigger not showing up in my workflow options?
The trigger will only appear if Affiliate Manager is enabled and at least one affiliate campaign has been created in the sub-account. To enable it, go to Settings > Affiliate Manager and activate the toggle. Then, create a campaign under the Affiliate Manager tab. Once both are active, you’ll be able to see the trigger inside the workflow builder under the “Affiliate” category.
Q: Can I use this trigger to onboard affiliates differently depending on which campaign they joined?
Yes! You can apply filters by campaign when setting up the trigger. This allows you to run different workflows or branches of logic depending on which campaign the affiliate joined. For example, you might send one welcome email for your “Course Affiliate Program” and a different one for a “Product Launch Campaign.” You can also add conditional steps or use tags for segment-based actions.
Q: Why do my affiliate custom values (e.g., referral link or magic login link) appear empty in the email/SMS step?
Affiliate custom values such as the referral link, portal link, or magic login link will only populate if the workflow includes the “Affiliate Enrolled In Campaign” trigger and is triggered by an actual affiliate enrollment event. These values are dynamic and tied specifically to the trigger event, meaning they won’t appear or function correctly unless the workflow is activated by a real affiliate joining a campaign. If you’re seeing blank values, ensure that the workflow is being tested with a valid affiliate record that has been added to a campaign, and that the trigger is correctly configured and saved. The custom values will then be available under the “Affiliate Enrolled In Campaign” section when inserting variables into your emails or SMS steps.
Q: What happens if I enroll an affiliate manually—will the trigger still fire?
Absolutely. The trigger is activated whether the affiliate is enrolled automatically (via forms, funnels, or sign-up links) or manually (added directly by your team inside the Affiliate Manager). As long as the enrollment happens and matches the filter criteria (if set), the workflow will trigger and execute the steps you’ve configured.